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Carson Advisory’s General Motors GM Stock Holding History

Carson Advisory’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,851
Closed -$265K – 171
2024
Q1 		$265K Buy
+5,851
New +$227K 0.19% 129
2023
Q4 		– Sell
-6,653
Closed -$219K – 162
2023
Q3 		$219K Hold
6,653
– – 0.19% 137
2023
Q2 		$257K Hold
6,653
– – 0.22% 121
2023
Q1 		$244K Buy
+6,653
New +$252K 0.22% 116

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Advisory's GM Position: Q2 2024 in Review

Carson Advisory sold out of General Motors (GM) in Q2 2024, closing a stake of 5,851 shares — an estimated $265K sold.

Carson Advisory first reported a position in GM in Q1 2023 and held it in 4 quarters. The position peaked at $265K in Q1 2024. 1,303 funds tracked by Wall St. Rank hold GM as of Q2 2024.

  • Carson Advisory reported no remaining General Motors position as of Q2 2024 after selling out during the quarter.
  • Carson Advisory sold 5,851 General Motors shares in Q2 2024, an estimated $265K.
  • Carson Advisory first reported a position in General Motors in Q1 2023 and held it in 4 quarters.
  • Carson Advisory's General Motors position peaked at $265K in Q1 2024.
  • 1,303 funds tracked by Wall St. Rank held General Motors as of Q2 2024.

Based on Carson Advisory's 13F filing for Q2 2024, filed 7 Aug 2024.